Eggz
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eggz offers online robo-advisory portfolio management to individuals, high‑net‑worth individuals, and business entities, delivering algorithm‑generated investment solutions made up primarily of ETFs, mutual funds, and fixed income. The firm reports no assets under management and no clients as of December 2025, and it does not execute trades on clients’ behalf.
Eggz’s service is driven by an interactive questionnaire and algorithm that suggest target allocations from a limited set of pre‑selected securities bundles; clients choose the solution and the adviser oversees the algorithm but does not provide ongoing, individualized monitoring. The firm does not exercise trading discretion, does not rebalance accounts manually for individual clients, and does not permit client‑imposed restrictions on specific securities or types of investments.
Notable distinctions include its registration as an Internet Investment Adviser and its requirement that clients use a single custodian (Alpaca Securities), with client cash handled through Alpaca’s automatic sweep program; the firm states it receives no portion of sweep interest or mutual fund 12b‑1 fees. Fee features combine a low flat monthly charge for small accounts with percentage‑of‑AUM breakpoints for larger accounts, and Eggz does not participate in wrap programs, accept performance‑based fees, or select third‑party sub‑advisers.
Client services
Expertise
Fee options
$10,000 - $249,999: 0.50% $250,000 - $999,999: 0.30% $1,000,000+: 0.25%
Minimum fee: $5 per month for accounts under $10,000
Main office
111 East Oxbow Road
Charlemont MA 01370
Advisors at this office
1
Most active in
Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Rhode Island · Vermont
Also doing business as
Eggz · Oxbow Holdings Inc. · Oxbow Holdings, Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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